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PLAYBOOK TEMPLATES

Sale and Contribution Agreement

A Sale and Contribution Agreement formalizes the transfer of assets or capital into a joint entity. This playbook analyzes valuation methods, assumption of liabilities, and closing deliverables.

Confidentiality & Data Protection

Why This Matters: Protecting proprietary data and complying with data-privacy laws prevents reputational harm and regulatory penalties.

Negotiation strategy

If you're the Company:

Ensure that the confidentiality clause is comprehensive, covering all types of sensitive information. Insist on specific data protection measures that align with industry standards and legal requirements.

If you're the Seller:

Negotiate for reasonable efforts in data protection obligations to avoid overly burdensome requirements. Seek clarity on the scope and duration of confidentiality obligations.

Essential elements

1

Confidentiality Obligations

Safeguard sensitive information.
2

Data Protection Measures

Implement security standards.
3

Compliance with Laws

Adhere to data privacy regulations.

Action framework

ACCEPT

Propose edits if the clause lacks specific data protection measures or does not align with applicable laws.

EDIT

Reject if the clause fails to define 'Confidential Information' or lacks any data protection obligations.

ADD

Add language to address jurisdiction-specific data protection requirements if absent.

PRO TIP

Always ensure the clause includes clear definitions and aligns with the latest data protection regulations.

Real-world examples

FAVORABLE

Preferred Confidentiality Clause

"The Receiving Party shall maintain the confidentiality of all Confidential Information and implement appropriate technical and organizational measures to protect Personal Data in compliance with GDPR and other applicable data protection laws."
NEUTRAL

Fallback Confidentiality Clause

"The Receiving Party agrees to use reasonable efforts to protect Confidential Information and Personal Data, consistent with industry standards."
UNFAVORABLE

Weak Confidentiality Clause

"The Receiving Party will try to keep information confidential but makes no guarantees regarding data protection."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, ensure the clause includes enhanced data protection measures and regular audits to mitigate potential breaches.

Cross-Border Transactions

For cross-border transactions, include language addressing international data transfer regulations and compliance with multiple jurisdictions.

Third-Party Involvement

When third parties are involved, ensure the clause extends confidentiality and data protection obligations to subcontractors and partners.

Access all other DocJuris Playbooks

Launch in days, not months

Unlike complex CLMs with long implementations and steep learning curves, DocJuris is built for speed and simplicity. We integrate with your workflow—whether connecting to a CLM or uploading agreements manually—so you're up and running in days, not months.
WEEK 1
CLM Readiness and Design
Our CX team works with you to understand your contracting challenges, prioritize key workflows, and identify the biggest impact areas. We build a tailored implementation plan that fits your needs.
WEEK 2
Install Module
We connect DocJuris to your contract repositories, set up admin and user accounts, and ensure your environment is ready for success.
WEEK 3
Deliver & Test
Your team builds initial playbooks, reviews existing clause libraries, and trains the DocJuris agent to align with your internal standards and negotiation positions.
WEEK 4
Launch
We support you in rolling out DocJuris to a pilot group or your full organization—with launch materials, training, and hands-on support to drive adoption from day one.

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